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Apollo Global Management

939 hedge funds and large institutions have $41.1B invested in Apollo Global Management in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 350 increasing their positions, 294 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 3753 (+16)

25% more call options, than puts

Call options by funds: $972M | Put options by funds: $780M

19% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 294

7% more capital invested

Capital invested by funds: $38.3B → $41.1B (+$2.86B)

5% more funds holding

Funds holding: 892939 (+47)

1.32% more ownership

Funds ownership: 59.93%61.25% (+1.3%)

Holders
939
Holders Change
+47
Holders Change %
+5.27%
% of All Funds
13.56%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.77%
New
121
Increased
350
Reduced
294
Closed
64
Calls
$972M
Puts
$780M
Net Calls
+$192M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
801
Armstrong Advisory Group
Massachusetts
$153K
SWM
802
Spire Wealth Management
Virginia
$153K +$6.7K +59 +5%
VSQM
803
V-Square Quantitative Management
Illinois
$146K +$141K +1,245 New
C
804
Covestor
United Kingdom
$143K +$112K +984 +439%
A
805
Allianz
Germany
$142K
CIA
806
Cape Investment Advisory
Georgia
$139K
CAL
807
Capital Analysts LLC
Pennsylvania
$138K +$15.9K +140 +14%
SWA
808
SOA Wealth Advisors
New York
$127K
JSAM
809
J. Safra Asset Management
New York
$120K +$75.8K +668 +192%
HWA
810
Heritage Wealth Advisors
Virginia
$118K
PFBT
811
Parkside Financial Bank & Trust
Missouri
$112K +$5.9K +52 +6%
BTI
812
Blue Trust Inc
Georgia
$109K +$59.7K +526 +118%
BCP
813
Blue Chip Partners
Michigan
$109K -$4.65K -41 -4%
WPWM
814
Western Pacific Wealth Management
Illinois
$108K -$6.58K -58 -6%
PAI
815
Pittenger & Anderson Inc
Nebraska
$106K +$102K +900 New
TPCW
816
TD Private Client Wealth
New York
$106K +$84.2K +742 +473%
Fifth Third Bancorp
817
Fifth Third Bancorp
Ohio
$97.6K +$93K +820 +11,714%
SAM
818
Smartleaf Asset Management
Massachusetts
$97K +$31.2K +275 +50%
Jones Financial Companies
819
Jones Financial Companies
Missouri
$96.6K -$42.8K -377 -32%
CAM
820
Chesapeake Asset Management
New York
$94.5K
MA
821
Montag & Associates
Georgia
$94.5K
WT
822
Washington Trust
Rhode Island
$89.4K +$6.47K +57 +8%
HNB
823
Huntington National Bank
Ohio
$87.3K +$29.8K +263 +55%
BWL
824
Bogart Wealth LLC
Virginia
$85.2K
HWMC
825
Heritage Wealth Management (California)
California
$85.1K +$81.8K +721 New